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Technology Stocks : Panic in the Year 2000: Let's All Become Billionaires

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To: Paul Berliner who wrote (13)1/11/1999 7:20:00 PM
From: Sawtooth  Read Replies (1) of 32
 
<<The question is whether Campbells is currently working at full capacity and if they're able to handle say, double or even
triple normal demand.>>

I think this is an excellent point, Paul, and one I think about when people suggest buying into companies that make gas cans, emergency shelters, oil lamps, solar panels, etc. I suspect many of these types of companies would have difficulty doing a major production ramp-up from current levels. An increase, sure; but maybe not enough to seriously affect EPS and make it worth the investor's risk. Box makers are different, as long as they can keep the components flowing in. JMO.
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